Clients per advisor for Supported firms serving clients in Idaho

In Idaho, supported financial advisory firms tend to serve significantly more clients per advisor than the national median, with a state median of 99 clients compared to the national median of 47. This suggests that Idaho’s supported firms often operate with more efficient, scalable models, likely managing broader client bases through structured processes. With 185 such firms in the state, clients may find a range of service styles, but many advisors in Idaho appear to balance higher client loads while maintaining support staff or small teams. This environment may appeal to those seeking accessible advisory services with potentially lower minimums or fees.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Sierra Asset Management	Very High 849	849	1	3
Preston Investments	Very High 842	2,526	3	4
Meixler Investment Management, Ltd.	Very High 561	561	1	1
Catalyst Financial NW Corporation	Very High 527	1,054	2	4
Private Wealth Advisors	Very High 445	890	2	6
Elite Financial, Inc.	Very High 439	439	1	1
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Polaris Financial, LLC	Very High 426	852	2	2
Monson Wealth Management, Inc.	Very High 364	364	1	3
Arroyo Investment Group, LLC	Very High 335	335	1	8
San Blas Advisory, Inc.	Very High 332	664	2	13
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Regents Partners, LLC	Very High 322	322	1	3
Elevation Capital Advisory	Very High 316	631	2	8
Fisher & Wiens Wealth Management, LLC	Very High 300	300	1	1
Blackburn Financial	Very High 297	593	2	2
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Sanchez Gaunt Capital Management, LLC	Very High 277	830	3	5
Hawke Financial Group	Very High 276	551	2	2
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Jones & Associates Premier Financial Solutions	Very High 260	519	2	3
Fairchild Financial Advisors, Inc.	Very High 247	247	1	3
Challenger Wealth Management	Very High 238	238	1	3
Pacific Financial Strategies, Inc.	Very High 238	713	3	5
Intermountain Wealth Management, Inc.	Very High 223	446	2	3
Palouse Capital Management, Inc.	Very High 219	877	4	4
Crown Point Wealth Advisors	Very High 218	653	3	3
Blom & Howell Financial Planning, Inc.	Very High 209	417	2	3
4:8 Financial	Very High 205	821	4	8
Integrity Wealth Advisors, LLC	Very High 205	818	4	10
Axiom Investment Management LLC	Very High 201	201	1	10
Interwest Investment Advisors, Inc	Very High 195	389	2	2
Lefavi Wealth Management	Very High 192	576	3	5
Financial Forum, Inc.	Very High 191	572	3	4
Peak Investment Coaching, LLC	Very High 190	380	2	2
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Wayfinding Financial, LLC	Very High 181	361	2	5
Evergreen Wealth Partners LLC	Very High 177	708	4	9
Read & Powell Financial Services, LLC	Very High 176	529	3	3
Abound Financial	Very High 175	525	3	3
Pacific Capital Associates	Very High 166	497	3	6
Evermont Wealth	Very High 165	496	3	4
Stangier Wealth Management	Very High 165	496	3	4
Spectrum Wealth Advisory Group, LLC	Very High 162	646	4	5
Burrus	Very High 161	322	2	5
S.G. Long & Company	Very High 159	159	1	15
Moulton Wealth Management, Inc	Very High 159	477	3	5
Connected Wealth Solutions, LLC	Very High 156	312	2	3
Pinnacle Wealth Management, LLC	Very High 153	458	3	5
Entruity Wealth, LLC	Very High 151	302	2	4
Connect Financial Advisors	Very High 151	452	3	7
Hofer & Associates Wealth Management	Very High 150	300	2	4
Arrian Investments, Inc.	Very High 147	442	3	5
D & G Advisory Group, L.L.C.	Very High 147	293	2	3
Wood Tarver Financial	Very High 144	575	4	5
Next Level Wealth Planning, LLC	Very High 143	572	4	5
Tumwater Wealth Management, LLC	Very High 142	284	2	4
3 Peaks Financial	Very High 140	280	2	3
Fischer Investment Strategies, LLC	Very High 139	418	3	5
Vorpahl Wing Securities, Inc.	Very High 139	557	4	5
Littlejohn Financial Services Inc	Very High 139	555	4	8
Axiom Wealth Strategies, LLC	Very High 136	272	2	3
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Advisifi LLC	Very High 133	133	1	6
Stites Financial Consulting	Very High 132	264	2	2
Capstone RIA	Very High 131	262	2	3
Hesen & Haslam	Very High 131	261	2	5
Hillspring Financial, Inc.	Very High 130	260	2	4
Presidio Wealth Management	Very High 126	379	3	5
Sterling Retirement Group of Sacramento	Very High 126	503	4	4
Viewpoint Capital Management	Very High 125	125	1	1
Demars Financial Group LLC	Very High 125	498	4	4
True North Retirement Advisors, LLC	Very High 122	365	3	7
Torrey-Payne Wealth Management	Very High 119	237	2	2
Petix & Botte Financial	Very High 118	473	4	4
Reed Capital Management, LLC	Very High 117	117	1	4
Hurley Financial Group, Inc.	Very High 117	467	4	6
Integrity Wealth Partners, LLC	Very High 116	231	2	4
Five Pine Wealth	Very High 115	345	3	3
Cottonwood Wealth Strategies, LLC	Very High 115	230	2	5
MFA Wealth Services	Very High 112	224	2	3
Turner Capital Investments, LLC	Very High 111	333	3	4
Wilson Financial Advisors, Inc.	Very High 108	216	2	3
Jordan Wealth Management	Very High 106	425	4	4
Authentikos Wealth Advisory LLC	High 105	419	4	5
MSP Wealth Management, LLC	High 104	414	4	6
Wealthspring	High 102	409	4	7
ORBA Wealth Advisors, LLC	High 102	102	1	16
Cambridge Financial Group, Inc.	High 102	306	3	6
Waystone Advisors LLC	High 101	303	3	13
Willamette Financial Advisors, LLC	High 101	201	2	3
Ticino Wealth	High 99	296	3	4
Income Focus Portfolio Management	High 99	296	3	3
Koenig Investment Advisory, LLC	High 98	293	3	3
Financial Planning First, LLC	High 97	291	3	3
Lodestone Wealth Management LLC	High 96	287	3	3
MKT Advisors LLC	High 94	374	4	6
Prestige Wealthwide, LLC	High 93	186	2	3
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Summit Wealth Management Group, Inc.	High 92	366	4	4
Pacific Peak Advisors, LLC	High 91	182	2	2
Capital Wealth, LLC	High 91	272	3	4
Madison Park Capital Advisors, LLC	High 90	358	4	4
Arcadia Investment Advisors, LLC	High 89	266	3	6
Mustard Seed Financial	High 87	346	4	4
Integrity Wealth Management, Inc.	High 84	167	2	2
Provident Living Financial Services	High 82	245	3	3
Investable	High 81	81	1	4
DRS Wealth Management	High 80	160	2	4
Apple & Associates	High 80	239	3	4
Lesa Sroufe & Company, Inc.	High 79	238	3	4
Concinnus Financial, Inc	High 79	158	2	2
IQVestment, LLC	High 78	235	3	5
Portfolio Logix, LLC	High 78	156	2	2
Twenty Twenty Investment Advisors, LLC	High 78	312	4	6
White & Company Financial Planning, Inc.	High 77	307	4	4
Boyer Financial Services, Inc.	High 75	226	3	7
4 Th River Financial Group, Inc.	High 75	301	4	4
Retire Sensibly LLC	High 73	146	2	2
Investable Wealth, LLC	High 72	143	2	2
Coastal Capital Advisors	High 71	141	2	2
Sky-Mountain Capital Management	High 71	141	2	2
Cannon Capital Management, Inc.	High 70	211	3	8
Legacy Investment Services, LLC	High 69	277	4	4
WMS Wealth Management LLC	High 68	136	2	2
917 Advisory Services LLC	High 65	195	3	4
Grange Capital, LLC	High 65	259	4	6
Simple Wealth LLC	High 65	129	2	3
Solitude Wealth Advisors, LLC.	High 64	128	2	4
Twin Rivers Wealth Management	High 64	256	4	5
Archer Investment Management	Typical 64	254	4	4
Capstone Wealth Advisors, LLC	Typical 63	125	2	3
Snake River Investment Counsel LLC	Typical 61	121	2	2
Oak Asset Management, LLC	Typical 61	242	4	4
Village Wealth Advisors	Typical 60	240	4	4
Mench Financial Inc	Typical 58	175	3	4
Stewardship Concepts Financial Services LLC	Typical 57	229	4	4
Harding Wealth, Inc.	Typical 56	169	3	4
Selkirk Wealth Advisors, LLC	Typical 55	164	3	4
Pacific Value, LLC	Typical 54	162	3	4
Western Financial Corporation	Typical 52	155	3	6
Holistic Finance LLC	Typical 50	198	4	5
Strategic Advocates, LLC	Typical 47	141	3	3
Williams and Schiller Wealth Management, LLC	Typical 46	92	2	2
Exceed Advisory LLC	Typical 46	91	2	3
Financial Freedom for Dentists LLC	Typical 45	136	3	3
Compass Investments LLC	Typical 44	176	4	5
Chesapeake Asset Management LLC	Typical 43	130	3	5
Ascent Retirement Advisors	Typical 43	85	2	2
Archer Wealth Advisors	Typical 42	127	3	5
Accord Capital Management, Ltd.	Typical 42	84	2	2
Davies Financial Advisors, Inc.	Typical 42	125	3	10
Figure 8 Investment Strategies LLC	Typical 41	163	4	7
MB Gen Wealth	Low 40	120	3	3
Integrity Financial Group	Low 40	119	3	3
Vigilare Wealth Management LLC	Low 39	157	4	6
Datalign	Low 38	38	1	20
Scratch Capital	Low 38	150	4	4
Smart Portfolios, LLC	Low 38	150	4	6
Coho Advisory Services, LLC	Low 37	148	4	4
McBroom & Associates, LLC	Low 37	110	3	4
ARIS Capital Strategies, LLC	Low 37	73	2	2
Backbone Planning Partners LLC	Low 36	109	3	4
Pathway Advisors, LLC	Low 36	108	3	4
Inland Financial Planning	Low 36	72	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
BZ Wealth Advisors, LLC	Low 34	34	1	7
Sila FInancial, LLC	Low 33	100	3	3
Mellor & Associates LLC	Low 32	63	2	2
Alturas Wealth Management, LLC	Low 31	61	2	2
Illumine Investment Management, LLC	Low 30	90	3	5
Advanced Financial Solutions, Inc.	Low 30	59	2	2
Conscious Wealth Investments, LLC	Low 29	115	4	7
Long Bridge Capital Management	Low 27	106	4	4
Grow Rasmussen Consulting LLC	Low 26	103	4	4
Aligned Advisors	Low 26	51	2	3
3rd Creek Investments	Low 25	100	4	4
Equilus Group Inc	Low 22	86	4	6
Garrett Capital Investment Management	Very Low 21	42	2	2
Rutherford Investment Management	Very Low 21	62	3	4
Harris Wealth Management, LLC	Very Low 20	61	3	3
Pinyon Pine Capital LLC	Very Low 20	39	2	2
Evolve Wealth Advisors LP	Very Low 18	55	3	3
Nautical Star Financial Group LLC	Very Low 18	72	4	5
Mcmillen & Company, Inc.	Very Low 16	32	2	2
Potomac Advisors, Inc.	Very Low 15	44	3	3
Pacific Wealth Advisory, LLC	Very Low 14	42	3	3
DeLeon Wealth LLC	Very Low 14	27	2	2
Pinnacle Portfolio Advisors	Very Low 13	40	3	3
Innovation Partners LLC	Very Low 13	26	2	305
Hanks Capital Management, LLC	Very Low 12	24	2	2
Briarwood Financial	Very Low 12	23	2	5
Pendragon Capital Management, Inc.	Very Low 11	43	4	4
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
GT Investment Management, LLC	Very Low 9	35	4	4
Wismar Financial	Very Low 9	17	2	2
Simpli-FI Alpha LLC	Very Low 8	15	2	2
Trail Creek Advisors, LLC	Very Low 7	14	2	2
Vitality Wealth	Very Low 7	13	2	2
Zeller Kern Business Advisors	Very Low 6	12	2	3
Profitscore Capital Management, Inc.	Very Low 5	10	2	4
Zacks Intelligence LLC	Very Low 1	1	1	7

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